Documents library
Bylaws, CC&Rs, meeting minutes, financial reports, forms, newsletters: everything the community needs to read or sign, in one searchable, categorized library.
On this page
Default categories
The library ships with eight categories: Meeting Minutes, Bylaws & CC&Rs, Financial Reports, Rules & Regulations, Newsletters, Forms, Project Documents, and Other. Admins can override the list per community in Site Settings (the page reads the override from app_config.document_categories if set, otherwise falls back to the defaults).
Folders (optional)
Alongside categories, admins can organize documents into nested folders, which is ideal for a community bringing in years of records and wanting to keep the structure they already know (for example a folder per year). Folders are entirely optional: if you never create one, the page looks and works exactly as before.
Create folders inline at the top level or inside another folder, rename or delete them (deleting a folder never deletes its files. they move up one level), and file a document with the folder picker on upload or the Move control on any row. Categories and folders are independent: a document keeps its category tag wherever it lives, so you can still view everything in a category across all folders.
Uploading (admins)
Only admins see the upload controls at the top of /documents. A single upload takes a title, a category, an optional description, an optional folder, an optional document date, and a file. To bring in many files at once, use Upload multiple files: pick one category and folder for the batch, drop in up to 100 files (each titled from its filename, editable), and add them all in one step. Uploads go to the private documents storage bucket.
Browsing, search & sort
The default view groups documents by category, with each section showing how many files it contains. Open a folder to browse its contents with breadcrumbs, or click a category pill to see a flat list of everything in that category across all folders. The search box finds any document by title across the whole library, and the sort control orders by name, document date, or upload time.
The document date is the date a file is from (a meeting or fiscal date), separate from when it was uploaded, so older records sort correctly even when added years later. Any document whose category no longer matches a current entry is bucketed under an automatic “Other” group so it never disappears.
Admins can also bulk-move: tick the checkboxes on several documents and send them all to a folder at once. handy for organizing an existing pile.
Linking to a project
When uploading, admins can optionally tag a document with a community project. The document then shows the project name on its row and appears on the project’s detail page under Documents. This is how a contractor’s bid PDF or a final lien release ends up on the right project page without anyone having to copy a URL around.
How files are secured
The documents storage bucket is private. The page generates 24-hour signed URLs at render time for the files visible to the current user, then hands those URLs to the document rows. A link copied today won’t work tomorrow, which is intentional: anyone who finds an old link can’t bypass the auth gate.